Wingate Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Wingate Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374K	Buy	4,568 +11	+0.2%	+$870	0.16%	89
2026 Q1	$323K	Buy	4,557 +11	+0.2%	+$815	0.17%	95
2025 Q4	$337K	Buy	4,546 +10	+0.2%	+$735	0.19%	91
2025 Q3	$329K	Buy	4,536 +11	+0.2%	+$766	0.23%	90
2025 Q2	$303K	Buy	4,525 +12	+0.3%	+$743	0.27%	82
2025 Q1	$273K	Sell	4,513 -3,194	-41%	-$204K	0.31%	78
2024 Q4	$491K	Buy	+7,707	New	+$494K	0.48%	57

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wingate Wealth Advisors's DFUS Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q2 2026, buying an estimated $870 and bringing the position to 4,568 shares worth $374K. The position accounts for 0.16% of the portfolio, ranked #89.

Wingate Wealth Advisors first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $491K in Q4 2024. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Wingate Wealth Advisors held 4,568 shares of Dimensional US Equity ETF worth $374K as of Q2 2026.
Wingate Wealth Advisors bought 11 Dimensional US Equity ETF shares in Q2 2026, an estimated $870.
Dimensional US Equity ETF made up 0.16% of Wingate Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Wingate Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's Dimensional US Equity ETF position peaked at $491K in Q4 2024.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.